Join Adam Holt and Kevin Reed to discuss how advisors can guide clients through their financial stories using visualization tools. With Asset-Map, advisors can keep their clients engaged through a robust exploration and in-depth management of their financial journey.
Read MoreJoin Adam and Derek as they chat with Goldman Sachs Managing Director and US Navy Captain Richard Lofgren to learn what they are doing to support advisors and what advisors should be thinking about to stay relevant and continue to grow.
Read MoreJoin Adam and Derek as they speak with Elizabeth Koehler, Managing Director at BlackRock and Head of Advisor Engagement, to learn about what she and her team are doing to support human advice.
Read MoreJoin Derek Notman CFP, CEO & Founder of Couplr, and Adam Holt CFP, CEO & Founder of Asset-Map, as they discuss the past, present, and future of financial advice. They will explore the trends that are shaping the financial services industry and what advisors should be thinking about to grow and succeed in the years to come.
Read MoreJoin SEI’s Shauna Mace and Asset-Map’s Founder and CEO Adam Holt as they discuss the positive impact advice engagement is making on the financial services industry. They will share strategies on how to attract and retain clients, develop repeatable financial planning processes, and lead with engagement.
Read MoreAsset-Map Holdings, Inc. (“Asset-Map”), the premier financial advice engagement experience for financial professionals, announced the agenda and benefactors for AdviceTech.LIVE 2023, its fourth annual industry crowd-sourced virtual showcase.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) will cover the ins and outs of Asset-Map's Discovery Interview Tool. Learn how to onboard new leads/clients seamlessly with Discovery by making your data collection process more efficient and potentially uncovering new assets/opportunities.
Read MoreIn this webinar, LiaJean McHenry (Sr. Training Manager) covered the ins and outs of Asset-Map Stencils. She went in-depth about how to use Stencils to help fuel ongoing client conversations, fill in gaps, and introduce new topics. Learn how to use Stencils to host collaborative meetings to uncover opportunities with clients.
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